Mission Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,618
| Closed | -$383K | – | 645 |
|
|
2024
Q3 | $383K | Sell |
1,618
-4
| -0.2% | -$948 | 0.01% | 472 |
|
|
2024
Q2 | $343K | Buy |
1,622
+53
| +3% | +$11.2K | 0.01% | 480 |
|
|
2024
Q1 | $397K | Buy |
1,569
+13
| +0.8% | +$3.29K | 0.01% | 458 |
|
|
2023
Q4 | $360K | Buy |
+1,556
| New | +$360K | 0.01% | 421 |
|